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Newsletters


The eNewsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Famous People Who Failed to Plan Properly
Key Retirement and Tax Numbers for 2019
Four Tips for Planning a Career Change
Women: Are you planning for retirement with one hand tied behind your back?
Can a flexible work schedule help you stay in the workforce after having children?


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80 Garden Court, Suite 203, Monterey, CA 93940
Tel: 831 647 8445 Fax: 831 647 1007 Email: devinm@devincpa.com
 
Securities offered through Charles Schwab Institutional, Member FINRA / SIPC.


This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.